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Business Development Director- UK Wealth & IFA, Asset Management Distribution

SEI Investments (Europe) Ltd. London, United Kingdom
Posted 3 days ago Hybrid Permanent Competitive
A Fantastic opportunity to be part of our growing team at SEI: help develop yourself as well as our overall business by growing new business, within SEI's Asset Management Distribution unit. We are looking for someone who is a proven new business development professional, who has contacts and wishes to grow more within the UK wealth market.

SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of Sept. 30, 2023, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com.

What you will do:
  • The role represents an excellent opportunity for an outstanding and hungry sales professional with a proven track record in new business development and the desire to build upon this path who has ideally extensive knowledge of Wealth Management & Advisory and who will be responsible for growing SEI Asset Management Distribution's book of business in the UK,
  • You are expected to develop and grow a network of relationships with business and investment leaders within UK Wealth Managers and Advisory Firms.
  • You will focus on developing new business relationships with these entities, by targeting c-level and relevant business and investment leaders.
  • Reporting to the Head of Asset Management Distribution International, you will be expected to identify a strong prospect list and through high levels of activity convert these prospects into clients.
Responsibilities:
  • Develop and maintain a strong prospect list for new business
  • Achieve net new asset targets through the conversion of identified prospects into client
  • Deliver high levels of in the field activity to achieve new asset goals
  • Clearly and effectively present SEI investment and business proposition
  • Evaluate and recommend improvements to support the growth of the business line
  • Maintain working knowledge of asset management solutions and broader SEI capabilities
  • Create, manage and execute a sales plan
  • Identify opportunities to introduce and cross sell other SEI services, including technology and operations capabilities
  • Effectively work with asset management Solutions and Marketing teams
  • Keep current - (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication of these with clients where appropriate
  • Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe
  • Familiarise yourself with Financial Promotions regulations and ensure that all financial promotions materials used have gone through the appropriate compliance approval processes (as a second line of defence with the individual representing the first line through close knowledge of the financial promotions requirements)
  • Any other ad-hoc projects as required
  • All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.
What we need from you:
  • You will have an appetite and passion for new business development
  • A strong experience of a 'solution sell'
  • Understanding of Discretionary Fund Management / Managed Portfolio Service and its benefits to our clients
  • Superior presentation and communication skills are pre-requisite (both written and verbal) as are outstanding time management and organisational skills and the ability to work independently as well as within a team
Regulatory Categories

SMCR - Certified
  • This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. This role will perform the following certified functions:
    • Certification - Client Dealing - CD0 Meeting with Clients
    • Certification - Cert Manager
MiFID II - Staff giving information about investment products, investment services or ancillary services
  • It is essential that you hold or are working towards the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake and complete qualifications.
    • IMC
    • Relevant Bachelor's Degree (Economics, Business, Maths, Accounting, Finance) or
      Relevant Masters/MBA
    • CFA, ACA, ACCA, IAQ
    • FIA (Fellow of the Faculty & Institute of Actuaries)
What we would like from you:
  • You will also have a strong work ethic be focused and committed to success and be willing to travel as needed to achieve objectives.
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
SEI's competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).

SEI's competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

We are a technology and asset management company delivering on our promise of building brave futures ( SM) -for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more...

After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Job ID  R0027482
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